clovis oncology that's a speculative company. swap out of that, i would rather you own walgreens. we are going to throw both of them out, believe it or not. what we're going to do here is we're going to put to work -- i look at this, and i look at this, and i look at this. i'm thinking maybe how about a johnson & johnson. we have to get something -- let's do lockheed martin. that one is coming down. i'm looking at that for my charitable trust and pepsi co, and then i would feel much, much better. that's got to happen. that's too much concentration. alan in georgia. alan. >> caller: boo yeah, jim, from georgia. >> how are you? >> caller: not too bad. i'm a transplant. i might have been your neighbor in the last six years. i moved from pennsylvania. allentown in bethlehem. >> no more than ten minutes from you for a very long time. what's up? >> caller: i wanted to check on my five stocks to see in i'm diversified. >> sure. let's play. >> caller: constellation brands, northrop drummond, lowe's, walt disney, and i use sirius xm radio as my fun speculative stock hoping for a takeover t